Here are some helpful tips for getting started!

Every dream has a small beginning!

Congrats on launching your first Tendenci website! Team Kinect with Tendenci is here to help bring your vision to life. Learn how to navigate through your site, add content and grow your organization with ease!

This system-generated page along with many others was designed to support you and your site administrators with helpful tips throughout the Tendenci modules. Each system-generated page is set to private and is not included in the RSS feed, so there is no need to worry about such pages being public. 

Use Tendenci - The Open Source AMS help files for the tips and tricks of every module and technical questions you might have. Don't forget to follow us on social media platforms for Tendenci news and updates and of course, we appreciate the mutual support! And if you haven't already, please subscribe to our "once in a while" newsletter, haha! 

REMINDER: To edit and work on the site you will need proper permissions. So, make sure you are logged in to see all the site has to offer: LOGIN

An Introduction to Your Administrator Menu

After you login, the administrator menu aka Tendenci menu is where most of the software modules and settings are accessible.


https://www.youtube.com/watch?v=IypBkRmNFCo&feature=youtu.be

Resources

Thank you for joining the Tendenci Family! 

To get you started on your new Open Source Tendenci website, we’ve compiled some super helpful links to get you going with your new site! Please don't hesitate to contact support if any help file needs a little bit of updating!

  1. Website Overview 
    1. Using the Admin Top Bar Navigation Menu 
    2. How to Manage Your Dashboard
    3. Overview of Tendenci Content Modules (Types) 
    4. Tendenci Site-Wide Permissions
    5. Accessing Your Site’s Theme Editor
    6. How do I customize Tendenci core templates? 
    7. How do I update my global Site Settings?

  2. Homepage
    1. Adding Banner Images & Story Rotators
    2. Editing Your Site Navigation
    3. Adding and Editing Layout Boxes
    4. Displaying Dynamic Content with Tendenci Code Snippets

  3. Pages
    1. Adding a page in Tendenci
    2. How to delete a page?

  4. Events
    1. Events Module Settings
    2. Adding New Events and Event Types to Your Events Calendar
    3. Adding an Event Template
    4. How to Create Recurring Events in Tendenci
    5. Using the Events Calendar
    6. Set-Up Custom Event Registration Forms
    7. How do I require payment at time of event registration?
    8. Managing Event Registrants

  5. Community
    1. Users:
      1. Getting Started with Users in Tendenci
      2. Add a New User to Your Tendenci Website
    2. Importing Users (General User Database or into User Groups):
      1. Deleting a Site User or Removing Access
      2. How to view a list of Superusers
      3. How to Remove Superuser Access once a User has Left
      4. How Do I Change My Username, Password, and Display Name?
    3. User Groups:
      1. How Do I Add a New User Group?
      2. How to Add Yourself and Members to Groups
      3. Delete a Group
      4. How to create a form to subscribe Users to 'Groups'
      5. Create custom landing page for groups and admin dashboard
      6. How Do I Email a Group?
    4. Memberships:
      1. Membership Management Software Questions
      2. Importing and Exporting Members
      3. Intro to Memberships - Managing Association Individual and Group Members     
             Step 1: Add and Manage Membership Types
             Step 2: Create and Customize Membership Applications
             Step 3: How Do I Import Members on my Tendenci Website?   
      4. How to Manage Your Member Profiles and Keep Them Up to Date
  6. Reports
    1. Reports Module for Data-Based Insights to Enhance Membership Experience
    2. Export Invoices with Revenue & Key Metrics by Tendenci
    3. Membership Module Reporting Options  

  7. News & Articles
    1. News:
      1. News Module Settings
      2. Adding and Editing News Items
      3. How to Delete a News Item
      4. How to add social sharing links to the News Module
    2. Articles:
      1. Articles Module Settings
      2. Adding and Editing Articles
      3. How to Delete Articles 

  8. Rich Media
    1. Images :
      1. Overview of the Tendenci Photos Module
      2. How to Optimize Your Images
      3. How do you wrap text around an image? Side by side images?
      4. How Do I Upload Image Files to Display on my Tendenci site?  
      5. How to Create a New Photo Album
      6. How to add category to photos albums and individual photos
    2. Videos:
      1. Adding a Video to the Videos Module
      2. How do I embed a Video on my site?
      3. How Do I Use a Type in the Videos Module? 

  9. Documents
    1. How Do I Upload a Logo, File, Document, or PDF to a Tendenci Site?
    2. How Do I Search the Files Module to Find The Documents I Need?
    3. Can I Upload Multiple Files at the Same Time? 

  10. Forms
    1. How do I Build A Custom Form On My Tendenci Website?
    2. How to create a form to subscribe Users to 'Groups', ie: Newsletter Subscribe

  11. Online Payments 
    (Tendenci will assist in this process as needed!)
    1. Create, Search and View Invoices Online with Tendenci
    2. Payment and Customer Journey with Stripe  
    3. Setting Up Online Payment Processor and Merchant Provider on a Tendenci Site
    4. Create and Manage Discount Codes
    5. Recurring Payments Help Files
    6. How Does the Recurring Payments Module Work?
    7. How to Delete or set Inactive a Recurring Payment Account 

  12. Newsletters
    (Requires integrating with mail-sending service using SMTP protocol - Tendenci will assist in this process as needed!)
    1. How Do I Create a Newsletter
    2. How to create a form to subscribe Users to 'Groups', ie: Newsletter Subscribe
    3. How do I make changes to my newsletter templates?

  13. Directories
    1. Directories Module Settings
    2. How to Add and Edit Directories
    3. Directories Module Prices
    4. How Do I Hide the Pricing Tab in Directories? 

Website Best Practices! 

Maintaining your Tendenci site healthy is very important. Nobody enjoys slow websites due to large images, for example. A healthy website means a good user experience, a good search engine ranking, and a good reputation with your clients and community. At Tendenci we believe that Search Engine Optimization (SEO) is everyone's job so this means following best SEO practices and constant optimization should be your bread and butter! Make sure your administrators work as a team to keep your website fresh so your website ranks well in the SERP (Search Engine Result Pages)! The best news is that SEO is baked into the Tendenci code, so all of the tools are accessible to you. 

 

  1. Healthy Images are so important! Above in resources under "Rich Media" you will find the help files you need for best practices when adding images to your Tendenci site.
    In addition, here are some crucial quick tips.
     
         a. Make sure you resize your images! It's best to resize images before uploading them to your website to ensure optimal image quality. 1200 pixels or less, with a file size of 500 KB or less. Adjust the resolution to approximately 72 pixels/inch. 

         b. The image banner size in Tendenci AMS can vary depending on the specific design and layout of your website, but a common banner size is 1200 pixels wide by 300 pixels tall. This is a popular banner size because it provides enough width to display the banner image prominently, while still maintaining a reasonable height that doesn't take up too much space on the webpage.

  2. Learn more about Search Engine Optimization (SEO) from many experts in the community including our Tendenci SEO help files. In our YouTube channel we have created two playlists, so go and check them out! 

         a. SEO Best Guides

         b. SEO Google Products Best Tutorial Guides

    If your association or nonprofit organization is looking to invest in an SEO team, we recommend our friends from White Hat Ops.
     

Marketing Tips from Founder Ed Schipul

Founder of Tendenci and creator of Schipul Technologies Ed Schipul is a well-known entrepreneur, speaker, and author who is best known for his work in the field of digital marketing.

What better way than to share some of his marketing tips! 

  1. Focus on your customers: According to Schipul, the key to successful marketing is to focus on your customers and understand their needs. This involves conducting market research, analyzing customer feedback, and using this information to create targeted marketing campaigns that resonate with your target audience.

  2. Embrace digital marketing: Schipul is a big advocate of digital marketing and believes that businesses that don't embrace this approach will be left behind. He recommends that businesses invest in SEO, social media, and email marketing to reach their target audience online.

  3. Measure your results: Schipul stresses the importance of measuring your marketing efforts to determine what's working and what's not. This involves tracking key metrics such as website traffic, conversion rates, and customer engagement to gauge the effectiveness of your campaigns.

  4. Be authentic: According to Schipul, authenticity is key to building trust with your customers. He recommends that businesses be transparent in their marketing efforts, and avoid making false claims or using deceptive tactics.

  5. Stay agile: Schipul believes that successful marketing requires a willingness to experiment and adapt to changing market conditions. He recommends that businesses stay agile and be open to trying new marketing strategies and tactics to stay ahead of the competition.

Years may pass but the fundamentals haven't changed. So check out some of his insightful articles, including:

Leverage SQL Explorer!

SQL Explorer is a built-in tool in Tendenci AMS that allows administrators to run SQL queries directly against the Tendenci database. With SQL Explorer, you can view and modify data in your Tendenci database, and generate custom reports that aren't available through the standard Tendenci reporting tools!

Example of how to get there: https://yourwebsite.com/explorer

For more, check out our SQL Explorer help files. 

  

Feel Free to Reach out to Tendenci AMS

If you have any questions or encountered a problem, feel free to reach out. You can also post your issues on Github for local open-source developers to review!
 
Call (281) 497-6567

We Want to Fully Support Your Organization's Success in the Online World

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 Give us a Call at (281) 497-6567 

 Contact us today!

 

 

 

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